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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,243 | $27,924-95.5% | $58,544-97.9% | $75,181-98.3% |
| Participation rate | 73.7% | 38.8%+34.8pp | 50.9%+22.8pp | 67.2%+6.5pp |
| Annual return | 87.88% | 44.20%+43.7pp | 4249.56%-4161.7pp | 160.69%-72.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $939 | $1,202-21.8% | $1,923-51.2% | $4,126-77.2% |
| Admin fee / account holder | $22 | $1,726-98.7% | $2,520-99.1% | $5,650-99.6% |